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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey D'amico is a financial advisor who has been in the industry since December 1997. Jeffrey is currently registered with Wells Fargo Advisors Financial Network, LLC. Jeffrey has held previous roles with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Prudential Securities Incorporated. Jeffrey is registered in Alabama, California, Colorado, Florida, Illinois, Louisiana, Tennessee, Texas and Vermont. Jeffrey holds Series 7, 31 and 63 licenses along with the SIE and Series 65 exams. Jeffrey specializes in investments for individuals, businesses and pensions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
09/08/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LAFAYETTE LA)
LA
08/20/2010 - 09/08/2022
WELLS FARGO CLEARING SERVICES, LLC (LAFAYETTE LA)
LA
06/01/2009 - 08/30/2010
MORGAN STANLEY SMITH BARNEY (LAFAYETTE LA)
LA
05/09/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
NY
12/23/1997 - 05/14/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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